Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.
Other share classesSPG.PJ
13F holders, Q1 2026
Institutional positions in Simon Property Group Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,312
- +43 vs. Q4 2025
- Shares held
- 292.9M
- +52.7M (+21.9%) vs. Q4 2025
- Total value
- $54.6B
- +$10.2B (+22.9%) vs. Q4 2025
- New holders
- 125
- 513 more added
- Sold out
- 82
- 447 more reduced
20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $32.7B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Capital Advisors, LLC | 1,166 | $217.6K | 0.03% | +54+4.9% | Added |
| Biltmore Wealth Management, LLC | 1,166 | $217.6K | 0.08% | +13+1.1% | Added |
| COFG Advisors, LLC | 1,165 | $217.4K | 0.05% | +13+1.1% | Added |
| Lake Street Financial LLC | 1,161 | $216.6K | 0.03% | +13+1.1% | Added |
| Quad-Cities Investment Group, LLC | 1,158 | $216.0K | 0.09% | +14+1.2% | Added |
| Harvest Fund Management Co., Ltd | 1,151 | $215.0K | 0.01% | −295−20.4% | Reduced |
| Stock Yards Bank & Trust Co | 1,150 | $214.5K | 0.01% | −48−4.0% | Reduced |
| Longboard Asset Management, LP | 1,149 | $214.3K | 3.70% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 1,142 | $213.0K | 0.00% | −1,044−47.8% | Reduced |
| Skyline Advisors, Inc. | 1,139 | $212.5K | 0.07% | +13+1.2% | Added |
| Laffer Tengler Investments | 1,137 | $212.1K | 0.03% | −260−18.6% | Reduced |
| NCM Capital Management, LLC | 1,133 | $211.4K | 0.08% | +3+0.3% | Added |
| Keebeck Wealth Management, LLC | 1,132 | $211.2K | 0.02% | −413−26.7% | Reduced |
| Steel Peak Wealth Management LLC | 1,130 | $210.8K | 0.01% | −7,543−87.0% | Reduced |
| Carnegie Capital Asset Management, LLC | 1,128 | $210.4K | 0.00% | +1,128 | New |
| Jacobson & Schmitt Advisors, LLC | 1,125 | $209.8K | 0.04% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 1,125 | $209.8K | 0.12% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 1,123 | $209.5K | 0.02% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 1,122 | $209.3K | 0.10% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 1,119 | $208.7K | 0.06% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 1,012 | $208.7K | 0.10% | +1,012 | New |
| Interchange Capital Partners, LLC | 1,223 | $207.6K | 0.07% | −521−29.9% | Reduced |
| BAM Wealth Management, LLC | 1,112 | $207.4K | 0.16% | −14−1.2% | Reduced |
| Greenup Street Wealth Management LLC | 1,109 | $206.8K | 0.03% | +1,109 | New |
| Argyle Capital Partners, LLC | 1,107 | $206.5K | 0.15% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 1,099 | $204.9K | 0.03% | +1,099 | New |
| Orographic Financial Advisors, LLC | 1,095 | $204.0K | 0.14% | +1,095 | New |
| JB Capital LLC | 1,089 | $203.1K | 0.01% | +1+0.1% | Added |
| Centaurus Financial, Inc. | 1,089 | $203.0K | 0.01% | +56+5.4% | Added |
| Keel Point, LLC | 1,084 | $202.3K | 0.01% | −765−41.4% | Reduced |
| Defiance ETFs, LLC | 1,081 | $201.6K | 0.00% | +1,081 | New |
| Triumph Capital Management | 1,077 | $200.9K | 0.04% | +10+0.9% | Added |
| Argent Trust Co | 1,073 | $200.1K | 0.01% | +1,073 | New |
| Cromwell Holdings LLC | 1,067 | $199.0K | 0.11% | 00.0% | Unchanged |
| First Foundation Advisors | 1,063 | $198.3K | 0.01% | +1,063 | New |
| TFC Financial Management | 1,056 | $197.0K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,050 | $195.8K | 0.05% | +10+1.0% | Added |
| SRS Capital Advisors, Inc. | 1,037 | $193.4K | 0.01% | −849−45.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 1,028 | $191.8K | 0.08% | +57+5.9% | Added |
| Vestor Capital, LLC | 1,000 | $187.0K | 0.01% | −1,571−61.1% | Reduced |
| Umb Bank N A | 989 | $184.5K | 0.00% | +25+2.6% | Added |
| Harbor Investment Advisory, LLC | 972 | $181.3K | 0.01% | −115−10.6% | Reduced |
| Onefund, LLC | 897 | $168.7K | 0.11% | −39−4.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 898 | $167.5K | 0.00% | +898 | New |
| Global X Japan Co., Ltd. | 892 | $166.4K | 0.01% | +188+26.7% | Added |
| Thompson Investment Management, Inc. | 889 | $165.8K | 0.02% | +77+9.5% | Added |
| Simplex Trading, LLC | 868 | $161.9K | 0.01% | −547−38.7% | Reduced |
| Muzinich & Co., Inc. | 843 | $157.2K | 0.06% | +544+181.9% | Added |
| Stelac Advisory Services LLC | 833 | $155.4K | 0.03% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 821 | $153.1K | 0.01% | 00.0% | Unchanged |
| Motco | 817 | $152.4K | 0.01% | −225−21.6% | Reduced |
| Rosenberg Matthew Hamilton | 816 | $152.2K | 0.03% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 808 | $150.7K | 0.02% | +300+59.1% | Added |
| TIAA Wealth Investment Management LLC | 788 | $147.0K | 0.00% | +788 | New |
| Aster Capital Management (DIFC) Ltd | 877 | $145.7K | 0.05% | +169+23.9% | Added |
| CVA Family Office, LLC | 780 | $145.5K | 0.02% | −4−0.5% | Reduced |
| Hoey Investments, Inc | 775 | $144.6K | 0.02% | +200+34.8% | Added |
| Quarry LP | 772 | $144.0K | 0.03% | +464+150.6% | Added |
| First Horizon Corp | 723 | $134.9K | 0.01% | −3−0.4% | Reduced |
| Capital Analysts, LLC | 707 | $132.0K | 0.00% | −83−10.5% | Reduced |
| Montag A & Associates Inc | 702 | $130.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 683 | $127.5K | 0.00% | +9+1.3% | Added |
| Newbridge Financial Services Group, Inc. | 667 | $124.4K | 0.02% | −343−34.0% | Reduced |
| Ancora Advisors, LLC | 663 | $123.7K | 0.00% | −7−1.0% | Reduced |
| Fortitude Family Office, LLC | 647 | $120.7K | 0.03% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 646 | $120.5K | 0.05% | +20+3.2% | Added |
| Clearstead Advisors, LLC | 624 | $116.4K | 0.00% | −535−46.2% | Reduced |
| Johnson Financial Group, Inc. | 603 | $112.5K | 0.00% | −286−32.2% | Reduced |
| Tiaa Trust, National Association | 596 | $111.2K | 0.01% | −1,805−75.2% | Reduced |
| Quent Capital, LLC | 586 | $109.3K | 0.01% | −94−13.8% | Reduced |
| PFS Partners, LLC | 570 | $106.4K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 568 | $106.0K | 0.04% | −40−6.6% | Reduced |
| Farmers & Merchants Investments Inc | 546 | $101.8K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 544 | $101.5K | 0.01% | +44+8.8% | Added |
| Central Pacific Bank - Trust Division | 538 | $100.4K | 0.01% | 00.0% | Unchanged |
| Oslo Pensjonsforsikring AS | 536 | $100.0K | 0.02% | +536 | New |
| Owl Creek Wealth Partners LLC | 527 | $98.3K | 0.04% | +527 | New |
| Halbert Hargrove Global Advisors, LLC | 521 | $97.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 502 | $93.6K | 0.01% | −333−39.9% | Reduced |
| Missouri Trust & Investment Co | 500 | $93.3K | 0.03% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $93.0K | 0.00% | +500 | New |
| Cary Street Partner Investment Advisory LLC | 498 | $92.9K | 0.02% | +12+2.5% | Added |
| Basepoint Wealth LLC | 498 | $92.8K | 0.05% | +6+1.2% | Added |
| Catalyst Capital Advisors LLC | 475 | $88.6K | 0.00% | −30−5.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 469 | $87.5K | 0.13% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 457 | $85.2K | 0.00% | +7+1.6% | Added |
| Vision Retirement, LLC | 450 | $83.9K | 0.02% | +4+0.9% | Added |
| IAG Wealth Partners, LLC | 431 | $80.4K | 0.01% | +116+36.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $77.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 411 | $77.0K | 0.01% | +68+19.8% | Added |
| First Financial Corp | 400 | $74.6K | 0.03% | 00.0% | Unchanged |
| Grove Bank & Trust | 393 | $73.3K | 0.01% | +8+2.1% | Added |
| Indiana Trust & Investment Management CO | 390 | $72.7K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 375 | $69.9K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 363 | $67.7K | 0.00% | +174+92.1% | Added |
| Creative Financial Designs Inc | 361 | $67.3K | 0.00% | −6−1.6% | Reduced |
| Root Financial Partners, LLC | 360 | $67.2K | 0.00% | +16+4.7% | Added |
| Geneos Wealth Management Inc. | 358 | $66.8K | 0.00% | −46−11.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 355 | $66.2K | 0.02% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 325 | $65.2K | 0.01% | +4+1.2% | Added |